Q2 2023 Netflix Inc Earnings Call Transcript

Jul 19, 2023 / 10:00PM GMT
Spencer Wang - Netflix, Inc. - VP of Finance, Corporate Development & IR

Hello, and welcome to the Netflix Q2 2023 Earnings Interview. I'm Spencer Wang, VP of Finance, IR and Corporate Development.

Joining me today are Co-CEOs, Ted Sarandos and Greg Peters; and CFO, Spence Neumann. Our interviewer this quarter is Jessica Reif Ehrlich from Bank of America. As a reminder, we'll be making forward-looking statements, and actual results may vary.

Jessica, I'll now turn over the call to you for your first question.

Questions and Answers:

Jessica Jean Reif Ehrlich Cohen - BofA Securities, Research Division - MD in Equity Research

Thank you. Well, let's start with the topic du jour, the -- not one, but two strikes. Can you give us your views of how this affects your business on a practical basis? How far out does your original content take you? And how much of the content spend do you think gets pushed from '23 -- from this year into next year?

Theodore A. Sarandos - Netflix, Inc. - Co-CEO, President &
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